SVA Financial Group’s Kelly Lagore is featured in a guest column for the Milwaukee Business Journal’s Wealth Management Corner with her article titled “Benefits of Financial Planning”.
A financial plan is much like using a map. Putting a plan together can help pinpoint where one currently is financially. Incorporating goals into a financial plan allows for focus on a destination (i.e. buying a new home, paying for a child’s education, or looking toward saving for retirement). A financial plan can also determine if the current savings rate is sufficient to arrive at the destination and help identify areas that may need improvement. Most importantly, updating the financial plan on an annual basis can help one redirect and stay focused on their goals.
Kelly is a Financial Consultant with SVA Wealth Management. Through consistent financial planning, she works to help clients achieve their financial goals, whether it be saving for college, planning for retirement, or wealth preservation for the next generation. She enjoys the personal relationships she develops with clients and works to build a strong level of trust with them.